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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,023 | $39,028-10.3% | $80,741-56.6% | $85,856-59.2% |
| Participation rate | 43.1% | 41.6%+1.5pp | 54.2%-11.1pp | 69.3%-26.3pp |
| Annual return | 14.66% | 26.31%-11.6pp | 87.30%-72.6pp | 318.58%-303.9pp |
| Employer contribution / active EE | $1,126 | $722+55.9% | $1,160-2.9% | $2,565-56.1% |
| Participant deferral / active EE | $2,309 | $1,326+74.2% | $2,145+7.6% | $3,952-41.6% |
| Admin fee / account holder | $1,084 | $2,429-55.4% | $3,380-67.9% | $6,261-82.7% |